Optimize Your Financial Expertise with Our Investment Analyst Role

1 week ago


Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000
Investment Analyst

This is an exciting opportunity for a self-driven, financially skilled student to work on projects involving investment advisory, portfolio management, and asset allocation.

The ideal candidate will have excellent analytical and financial modeling skills, as well as strong communication and presentation skills.

  • Key Responsibilities:
    • Assist in preparing pitch books and investment presentations for clients.
    • Analyze and present market data insights for portfolio recommendations.
    • Participate in mock client meetings to develop communication skills.
  • Additional Responsibilities:
    • Conduct fundamental and technical analysis of equities and alternative investments.
    • Understand debt securities and yield to maturity (YTM) calculations.
    • Compare investment options such as corporate bonds, NCDs, and mutual funds.
  • Learning Opportunities:
    • Artificial intelligence in portfolio management.
    • Working on Virtual Risk Analyser.
    • Working on Virtual Portfolio Analyser.


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